Value Framework
Engagement tiers
Assist / Office / Enterprise
Delivery modes
With and Without Leads
Decision assets
ROI, Break-even, Decision Pack
Build a Defensible Investment Case for Pre-Sales Execution
Use this page to align leadership on three decisions: engagement depth, operating safeguards, and expected commercial impact.
All plans run on Pay After Deliver. No upfront commitment.
Determine Your operating fit Engagement in 8 Inputs
The engine returns a recommendation, confidence level, rationale, and ranked alternatives.
Recommendation
Recommended plan: Complete the assessment to generate a recommendation.
Confidence: --
Rationale
Plan ranking (recommended + alternatives)
Lead-generation policy: --
Capacity Matrix by Plan (Commercials Excluded)
These matrices define delivery capacity, scope boundaries, and operating rules for Assist, Office, and Enterprise.
Quick Definitions
- Active pursuit: one live opportunity supported end-to-end in pre-sales, from discovery to scope approval.
- Client meeting: call preparation, attendance, minutes, and next-step ownership.
- Deck: new deck or major refresh (mini decks count as a deck).
- Solution asset: solution outline, HLD, roadmap, integration view, assumptions, and risk controls.
- Proposal pack: scope, milestones, acceptance criteria, commercial narrative, and annexures as needed.
- Consultants on demand: specialist experts scheduled for selected calls with your approval and confidentiality controls.
How to Read the Plans
- Without leads: your team provides pipeline, AiXO runs conversion execution.
- With leads: AiXO adds pipeline build to pre-sales execution.
- Lead generation is structured as a 90-day minimum execution track.
- This section covers capacity, scope, and safeguards; commercials are excluded.
Assist Plan: With and Without Leads
| Category | Assist Without Leads | Assist With Leads |
|---|---|---|
| Best for | You already have leads, need help converting | You want leads plus basic pre-sales support |
| Lead generation | Not included | Included, pipeline build |
| Lead gen minimum term | Not applicable | 90 day minimum commitment recommended |
| ICP definition and targeting | Light refinement | Included, ICP definition and refinement |
| Target list | Not included | Included, build and refresh monthly |
| Messaging and sequences | Not included | Included, create and iterate |
| Outreach execution | Not included | Included, outreach and follow ups |
| Meeting booking | Your inbound or your sources | Included, booking and qualification notes |
| Lead qualification | Included for your leads | Included for AiXO generated and your leads |
| Active pursuits at a time | Up to 2 | Up to 2 |
| Client meetings per month | Up to 6 | Up to 6 |
| Decks per month | Up to 2 | Up to 2 |
| Solution assets per month | Up to 2 (outline or light HLD) | Up to 2 (outline or light HLD) |
| Proposal and scope packs per month | Up to 2 (skeleton to standard pack) | Up to 2 |
| Revision cycles | Up to 2 | Up to 2 |
| Governance cadence | Weekly status and next steps | Weekly status and next steps plus lead gen reporting |
| Turnaround SLA | 72 hours | 72 hours |
| Consultants on demand | Not included | Not included |
Office Plan: With and Without Leads (Consultants On Demand Option)
| Category | Office Without Leads | Office With Leads |
|---|---|---|
| Best for | Regular pursuits, you already have pipeline | You want pipeline build plus full pre-sales execution |
| Lead generation | Not included | Included, pipeline build |
| Lead gen minimum term | Not applicable | 90 day minimum commitment recommended |
| ICP and targeting | Included, refine what you sell and who you target | Included, define and iterate ICP and targets |
| Target list | Optional input from you | Included, build and refresh monthly |
| Messaging and sequences | Optional input from you | Included, create and iterate |
| Outreach execution | Not included | Included, outreach and follow ups |
| Meeting booking | Your inbound or your sources | Included, booking and qualification notes |
| Lead qualification | Included for your leads | Included for AiXO generated and your leads |
| Active pursuits at a time | Up to 4 | Up to 4 |
| Client meetings per month | Up to 10 | Up to 10 |
| Decks per month | Up to 3 | Up to 3 |
| Solution assets per month | Up to 3 (HLD, roadmap, assumptions, risks) | Up to 3 |
| Proposal and scope packs per month | Up to 3 | Up to 3 |
| Revision cycles | Up to 3 | Up to 3 |
| Governance cadence | Weekly governance, owners, dates, next steps | Same plus weekly lead gen reporting |
| Turnaround SLA | 48 hours | 48 hours |
| Consultants on demand | Available as add-on | Available as add-on |
Consultants on demand, Office add-on (applies to both layers):
Use when you need specialist depth on selected calls, architecture reviews, security posture, cloud, data, ERP,
modernization. Scheduled with your approval and confidentiality.
Enterprise Plan: With and Without Leads (Consultants On Demand Option)
| Category | Enterprise Without Leads | Enterprise With Leads |
|---|---|---|
| Best for | Enterprise pursuits, RFPs, multi stakeholder deals | Enterprise pipeline build plus enterprise pursuit desk |
| Lead generation | Not included | Included, pipeline build |
| Lead gen minimum term | Not applicable | 90 day minimum commitment recommended |
| ICP and account strategy | Included, refine ICP, target accounts, buying committee | Included, account strategy plus multi persona targeting |
| Target list and account mapping | Optional input from you | Included, account list plus stakeholder mapping support |
| Messaging and sequences | Optional input from you | Included, multi persona messaging and iterations |
| Outreach execution | Not included | Included, outreach and follow ups |
| Meeting booking | Your inbound or your sources | Included, booking and qualification notes |
| Lead qualification | Included for your leads | Included for AiXO generated and your leads |
| Active pursuits at a time | Up to 6, or 3 complex | Up to 6, or 3 complex |
| Client meetings per month | Up to 14 | Up to 14 |
| Decks per month | Up to 5 | Up to 5 |
| Solution assets per month | Up to 5 (integration view, governance posture as needed) | Up to 5 |
| Proposal and scope packs per month | Up to 4 | Up to 4 |
| RFP support option | 1 RFP sprint can replace proposal capacity, capped | Same |
| Revision cycles | Up to 4 | Up to 4 |
| Governance cadence | Weekly governance plus mid week working session | Same plus weekly lead gen reporting |
| Turnaround SLA | 24 to 36 hours | 24 to 36 hours |
| Consultants on demand | Available as add-on | Available as add-on |
Consultants on demand, Enterprise add-on (applies to both layers):
Used for enterprise technical sections, security posture, integration architecture, compliance Q and A, RFP deep dives.
Scheduled with your approval and confidentiality.
Paid Expert Pods and Incremental Uplift Logic
Core bench remains included. Specialist pods are activated as paid overlays when evaluator risk, complexity, or compliance load increases.
| Specialist Pod | Commercial Mode | Typical Trigger | Expected Incremental Uplift (Directional) |
|---|---|---|---|
| AI Readiness & Value Office | Per call / sprint pod / monthly retainer | AI-led pursuit with finance scrutiny and weak business-case confidence | Win-confidence +6-11 points | cycle-time -8% to -14% |
| AI Security & Governance | Per call / sprint pod | Model-risk, data-governance, and assurance objections in committee | Technical trust +7-12 points | objection closure speed +10-18% |
| Cloud FinOps Sprint | Sprint pod / monthly retainer | CXO pressure on cloud spend, attribution, and ROI defensibility | Value clarity +8-15 points | cost-risk objection reduction 12-20% |
| Regulatory / Compliance Pod | Per call / sprint pod | ISO 27001, SOC 2, HIPAA, GDPR-led procurement friction | Compliance readiness +10-18 points | approval friction -9% to -16% |
| RFP War-Room Pod | Sprint pod | Complex RFP scoring defense and multi-revision tender cycles | Proposal resilience +9-14 points | revision loops -12% to -22% |
| Platform Specialist Pod | Per call / sprint pod / monthly retainer | Salesforce/ServiceNow/SAP/AWS/Azure/GCP evaluator deep-dives | Evaluator confidence +8-13 points | conversion velocity +6-12% |
Use specialist pods only where risk-adjusted deal economics justify premium depth. This keeps base delivery lean while increasing boardroom defensibility on high-value pursuits.
Scope Protection Rules Across All Options
These safeguards protect quality and prevent unmanaged scope expansion.
| Topic | Standard rule |
|---|---|
| Lead gen performance | With leads is activity based with reporting, not a guarantee of closures. |
| Lead gen runway | Minimum 90 days for lead generation work. |
| Open-ended work volume | Not included, delivered within monthly capacity limits. |
| Implementation delivery | Not included, pre-sales only. |
| Legal contracting | Not included, we support scope clarity only. |
| Extra volume | Supported via add-on packs for extra pursuits, meetings, decks, proposals, revisions. |
| Client presence | Behind the scenes or co presenting with approval. |
| Confidentiality | Always, partner led engagement model. |
Translate Capacity Choice into Financial Impact
Calculate incremental revenue, gross profit, net gain, break-even pipeline, and risk-adjusted upside.
Assumptions used in this model
- Modeled outcomes are directional and assume weekly governance discipline.
- Lead-generation track is activity-based and follows a 90-day minimum runway.
- Net impact uses current pre-sales cost baseline and selected plan delta.
- Confidence score adjusts based on data completeness and operating maturity context.
Decision Pack Output
- Incremental revenue, gross profit, and net gain tied to your current win-rate baseline.
- Risk-adjusted net gain with explicit current pre-sales cost adjustment.
- Break-even pipeline by Assist, Office, and Enterprise scenarios.
- Model rationale and confidence level for leadership review.
After generating ROI, create a Deal Room so all stakeholders work from one model and one action path.
ROI Results
Model version and release date appear after calculation.
Incremental Revenue
Incremental Gross Profit
Net Gain
Recommended Plan (Engine)
Quarterly Cost of Inaction
Estimated In-House Cost / Month
Monthly Delta vs In-House
Selected Plan Cost (Scenario)
Net Plan Delta vs Current Pre-Sales Cost
Modeled Lift (%)
Risk-Adjusted Net Gain
Model Confidence
Time to Impact
Input Data Quality
Confidence Interval
Assumptions: directional model, no guaranteed closures, and outputs depend on disciplined execution cadence.
Recommended Sprint:
Break-even Pipeline by Plan
| Plan | Plan Price | Break-even Pipeline |
|---|
Interpretation: lower break-even pipeline indicates faster economics defensibility at current margin assumptions.
Sensitivity View (Conservative / Base / Aggressive)
| Base Lift | Modeled Lift | Incremental Revenue | Incremental GP | Net Gain |
|---|
Risk warning: sensitivity scenarios are directional and assume process execution quality remains stable.
Break-even by Gross Margin Scenario
| Margin Scenario | Assist | Office | Enterprise |
|---|
What this model does not capture
- Procurement-specific commercial concessions and legal redlining effects.
- Macroeconomic demand shifts across service lines and geographies.
- Execution variance caused by delayed stakeholder response cycles.
Formula explainability
- Incremental Revenue: pipeline × modeled win-rate lift.
- Incremental Gross Profit: incremental revenue × gross margin.
- Net Gain: incremental GP − (selected plan cost − current pre-sales cost baseline).
- Break-even pipeline: required pipeline where incremental GP equals plan investment delta.